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Added 14 mins ago
W
Outside Sales Representative- Heavy Equipment
Wajax
Sudbury, ON · Lively, ON
- Full-time
targets as well as provide a high level of customer service and support.
Added 14 mins ago
U
Route Service Supervisor - UniFirst Canada
UniFirst
Kingston, ON
- Full-time
Provide route coverage during Route Service Representative absences (e.g., illness or vacation), offering hands-on support while assessing performance and customer satisfaction and loyalty.
Added 29 mins ago
Quality Engineer - YYJ
Westerkirk
Victoria, BC
Support preventive action to improve process and/or product quality in accordance with company's procedures.
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Rivière-Rouge, QC · Caisse Desjardins du Grand-Mont-Tremblant
- Full-time
Stay up-to-date on the financial services industry, market trends and best practices in your field
Added 1 hour ago
D
Director
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
…all large-scale sales and operations activities or a major support sub-function offering specialized services to all of Desjardins Group. You are responsible for administrating your unit’s…
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Saint-Georges, QC · Saint-Martin, QC · Caisse Desjardins du Coeur-de-la-Beauce
- Full-time
Stay up-to-date on the financial services industry, market trends and best practices in your field
Added 1 hour ago
H
Nurse Practitioner
HealthCareersInSask.ca
Strasbourg, SK
- Full-time
We are committed to building a representative, diverse, inclusive, and culturally responsive workforce.
Added 1 hour ago
R
Finance Analyst
RTX
Midland, ON
- Full-time
The Program Cost Controls Finance Team is seeking a Finance Analyst to support the Program Cost Controls Manager, with a primary focus on preparing, analyzing, and monitoring Estimates at…
Added 1 hour ago
TK
Manager, Ingredients - Cheese & Dairy (Canada)
The Kraft Heinz Company
Toronto, ON
- Full-time
…related processes, working with internal and external experts to support compliant and cost-effective…
Added 1 hour ago
Brand Experience Summer Representative - Toronto
Molson Coors
Toronto, ON
In the role of a Brand Experience Summer Field Representative in Toronto you will be part of the Ontario sales teams. You will be exposed to the ever growing, fast paced beverage industry.…
Added 1 hour ago
On-Premise Summer Field Sales Representative - Ottawa
Molson Coors
Ottawa, ON
In the role of a Summer Field Sales Representative in Ottawa you will be part of the Ontario sales teams. You will be exposed to the ever growing, fast paced beverage industry. You will…
Added 1 hour ago
On-Premise Summer Field Sales Representative - Brampton
Molson Coors
Brampton, ON
In the role of a Summer Field Sales Representative in Brampton you will be part of the Ontario sales teams. You will be exposed to the ever growing, fast paced beverage industry. You will…
Added 1 hour ago
Key Account Summer Field Sales Representative, GTA
Molson Coors
Toronto, ON
In the role of a Key Accounts Summer Field Sales Representative in Toronto you will be part of the Ontario sales teams. You will be exposed to the ever growing, fast paced beverage…
Added 1 hour ago
Brand Experience Summer Representative - Vancouver
Molson Coors
Vancouver, BC
In the role of a Brand Experience Summer Field Representative in Vancouver you will be part of the British Columbia sales teams. You will be exposed to the ever growing, fast paced beverage…
Added 1 hour ago
Brand Experience Summer Representative - Calgary
Molson Coors
Calgary, AB
In the role of a Brand Experience Summer Field Representative in Calgary you will be part of the Alberta sales teams. You will be exposed to the ever growing, fast paced beverage industry.…
Added 1 hour ago
On-Premise Summer Field Sales Representative - Windsor/Sarnia
Molson Coors
Windsor, ON
In the role of a Summer Field Sales Representative in Windsor/Sarnia you will be part of the Ontario sales teams. You will be exposed to the ever growing, fast paced beverage industry. You…
Added 1 hour ago
On-Premise Summer Field Sales Representative - Edmonton
Molson Coors
Edmonton, AB
In the role of a Summer Field Sales Representative in Edmonton you will be part of the Alberta sales teams. You will be exposed to the ever growing, fast paced beverage industry. You will…
Added 1 hour ago
On-Premise Summer Field Sales Representative - London
Molson Coors
London, ON
In the role of a Summer Field Sales Representative in London you will be part of the Ontario sales teams. You will be exposed to the ever growing, fast paced beverage industry. You will…
Added 1 hour ago
Route Service Sales Representative (4-Day Workweek)
Cintas
Hamilton, ON
Cintas is seeking a Route Service Sales Representative (4-Day Workweek) to manage and grow customer accounts in the Rental Division. RSSRs drive a truck along an established route and…
Added 1 hour ago
Manager - Public Health Early Years
Nova Scotia Health and IWK Health
Dartmouth, NS
Baccalaureate degree in health or early childhood related field or acceptable equivalent (nursing, social work)
Added 1 hour ago
KS
Order Administrator
Kelly Services (Canada), Ltd.
Markham, ON
- Temporary
Kelly Services is currently seeking an experienced and detail-oriented Customer Service/Order Management Representative to join our client’s team in Markham.
Added 1 hour ago
NF
Renewable Energy Asset Manager
Natural Forces
Halifax, NS
- Full-time
Act as the owner's representative for operations and maintenance agreements, service contracts, and third-party support arrangements.
Added 1 hour ago
AP
Pest Technician - We'll Train (Base Salary, Commission & Bonus Included)
Abell Pest Control
Kingston, ON
- Full-time
…skills and be equally considered: route sales, route service, field sales, field service, service technician, territory representative, restaurant manager, restaurant server, construction,…
Added 1 hour ago
Property Appraisal Advisor
Gore Mutual Insurance
Vancouver, BC · Cambridge, ON · Toronto, ON
…reports to track trends, identify areas for improvement, and support decision-making processes within the claims…
Added 1 hour ago
GM
Property Appraisal Advisor
Gore Mutual Insurance
Cambridge, ON
- Full-time
…reports to track trends, identify areas for improvement, and support decision-making processes within the claims…

Desjardins

Personal Finance Advisor

Rivière-Rouge, QC, Canada
Caisse Desjardins du Grand-Mont-Tremblant, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 17, 2026
Posting language: English
Posted: Oct 30, 2026

Original job description

As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. You work closely with a client base consisting mainly of individual members and businesses. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You work with various partners and experts to design integrated strategies that meet the needs of members and clients. More specifically, you will be required to:

Advise members and clients on the best strategies and work with them to identify expected results
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
Stay up-to-date on the financial services industry, market trends and best practices in your field
Participate in outreach activities and represent the caisse in the community

What we offer*

Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment

*Benefits apply based on eligibility criteria.

What you bring to the table

Bachelor's degree in a related field
A minimum of one year of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Trade Union (If applicable)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-16

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More about this job

Responsibilities

The advisor is responsible for building and maintaining client relationships while providing tailored financial advice on investments, loans, and insurance. They must balance client satisfaction with business objectives and prudent risk management while staying current on market trends.

Requirements

Candidates must hold a bachelor's degree in a related field and possess at least one year of relevant experience. A mutual fund representative certificate from the Autorité des marchés financiers is also required.

Skills

Financial advising
Relationship management
Investment recommendations
Loan processing
Insurance products
Risk management
Customer satisfaction
Market trends analysis
Interpersonal savvy
Action oriented
Customer focus
Nimble learning

Benefits

Competitive salary
Annual bonus
4 weeks of flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Reimbursement of health and wellness expenses
Reimbursement of telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Personal Finance Advisor
Financial Services
Investments
Loans
Insurance
Risk Management
Client Relations
Mutual Fund Representative
Hybrid Work
Financial Planning
Business Development
Market Trends
Customer Service
Pension Plan
Telemedicine

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